Member Info for PlanetsAligned

Yes the loan has now been paid off, so debt free now.

Big move today on strong volume. Good news imminent perhaps

A detailed update on the license was given in June 2025 and your 5k AISC ex Coringa estimate is absurd. It's time for you to stop filling up this share chat with absolute nonsense. There's no meaningful discussion to be had because you don't bring anything of value to the discussion. I'm all for balanced views but your statements are ill-informed.

BOOP Beauty is the first of the group’s three brands to transition to the new ‘Autostore’ facility and is now fully operational, having completed the move on 12 October. The other two brands, Nutricircle and Discount Dragon aim to complete their move to the new facility before the retail peaks of Black Friday and the Christmas shopping season

https://huddled.com/boop-beauty-moves-to-automated-warehousing-to-boost-fulfilment-efficiency/

I'm expecting an announcement of their approach to shareholder returns (divis and/or buybacks) in their mid year results. It was 29th Aug last year so hopefully imminent.

Everyone can agree that refinancing at a lower rate of interest is a good outcome but my point hasn't been addressed: why do they even need a loan when they are sitting on 20m+ cash?

"On 22 January 2025, the Group secured a new $5.0 million loan from Banco Santander. The Banco Santander loan is repayable as a bullet payment on 21 January 2026 and carries an interest coupon of 6.16%".

If the company has a $20m plus cash pile that is growing daily why would they take out a loan and incur interest?

FRES have announced they have sold the majority of MAG silver so it seems they aren't interested in competing with PAAS.

Is FRES going to let PAAS acquire MAG's 44% stake in Juanicipio or will they make a competing offer?

What is a the estimated dividend per share for 2025 based on this announcement?

Hopefully the following understanding is correct:

0.125 CAD paid quarterly is 2.76p p.a.

At current share price that is circa 11% yield!

Vulcan was supposed to increase Chrome recoveries to ~82% but the recoveries for the current quarter are far below that at 66.4%

7,678 is disappointing given they hit over 9k in each of the previous two quarters.

Out at 333p. There may be additional bids but I’m happy with this price and it frees up funds for other opportunities. Good luck for those of you still holding

H1 numbers have now been updated. StockRank =99! This should help bring in some more buying volume to clear our seller

Does anyone know why you can’t trade these through HL?

Surely any potential suitor would wait for the uncertainty around the tax liability to be resolved. It’s difficult to value the business as long as this matter is still outstanding. Perhaps they know something?

Inflation in the US smashes expectations (equals widening negative real rates)
Israel fighting Hamas potentially leading to a ground war
Tesla no longer accepting Bitcoin for its vehicles

All bode well for gold, and yet we are down. Go figure

Hi Lucky, many commodities are also seeing prices rise because of the sheer amount of money printing from central banks. Even with constant supply (let alone supply disruption) that’s a huge amount of newly minted money chasing the same amount of goods. I for one but into the commodity super cycle story and overweight am overweight on the miners. Increased mortgage lending will also fees through into inflationary forces IMO.

Thanks Alpha. I didn’t realize ATM was ex-BMN.
Heavily invested in BMN for a while. Took a small position in ATM around a month ago, happy with what I see so far...